Validating Planning Data Input

10/07/2024 15:34 Validating Planning Data Input
Learning
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Configuring Data Actions
Validating Planning Data

Input
Allocating Planning Data
Objectives
Translating Currencies for Planning
After completing this lesson, you will be able to:
Validate planning data input

Forecasting and Simulating Planning
Data
Data Validation Overview

Coordinating and Controlling
Processes
Validation rules use case and features:
Prevent data input for invalid combinations.

Auditing Planning Data
Derive related members based on attribute values in the dimension.
4 mins
Warnings in the story help to guide planners.
Use a combination
Validating of members:
Planning For example, only allow entry for cost
Data Input
center = Sales and account = advertising.
45 mins
Use dimension members referenced as attributes: For example, only
allow entry forData
Controlling cost center
Access= with
CC100_1000,
Data Company 1000 and Profit Ctr
PC100.
Locking
40 mins
In planning models, you can define valid combinations of dimension
members that control data entry and derivation.
Using Calendar Processes
Validation rules define allowed member combinations to prevent improper
68 mins
data entry. For the dimensions you define in a validation rule, only the
member combinations that you specify as allowed combinations can pass
Quiz
validation.
Completed
Validation rules require dimensions with properties that refer to other

dimensions in the model.
https://learning.sap.com/learning-journeys/leveraging-sap-analytics-cloud-functionality-for-enterprise-planning/validating-planning-data-input_aa0… 1/12
Learning
Note
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the property is used as a column in the data table, the Add
Journeys / Leveraging SAP Analytics Cloud Functionality for Enter…
Member and unbooked data options are disabled.
Configure Data Validation
Enable Validation Rule in the Model
How to Use a Validation Rule

To use a validation rule:
1. Activate the feature in the model.

2. Map members from one dimension to the property values in a reference
dimension.
3. Create a validation rule:
Create an attribute-based validation rule:
Select the reference dimension.

Map the reference dimension property to a matching dimension.
Create a member-based validation rule:
Select the dimensions to cross reference.

Map the allowed dimension members.
4. Test the validation rule in a story.

Learning
Validation Rule with Existing Attributes
Validation Rule with Members

With dimension combination rules, you can match the existing attributes
maintained for the reference dimension to the matched dimension and
create dimension combination rules based on that.
To define multiple allowed members to match with the reference

dimension attribute, enter the members and use a separator such as a
comma (,) between the members.
Notes:
Customers with the Planning Professional license are granted the
Validation Rule permission.
You can create three rules for one model.
You can define up to three dimensions in one rule.

Learning
You can use the same dimension in up to 10 different rules.
You can't choose time or version dimensions in a dimension

combination rule.
You can't use system properties, only custom properties are supported.
All values of the property are available as dimension members in the

matched dimension. Otherwise, you'll receive an error or warning
message asking you to check and maintain the dimension's master data.
Create Data Validation Rules
Task 1: Configure the Model to Enable Data

Validation and View Model Members
Business Scenario
As you input data as part of the income statement forecast, you need a way
to prevent data entry for invalid combinations and to derive data based on
valid combinations.
You decide to create data validation rules to control data input and to
perform derivation but first you have to enable data validation in the
model.
What skills will you develop in this practice exercise?

In this practice exercise, you will:
Enable data validation in the model

View the dimension members
EXERCISE
Start Exercise
Task 2: Create an Attribute Combination

Validation Rule
Business Scenario
You decide to create an attribute combination validation rule to specify the

Learning
dimension members that allow data entry.
Dimension combinations other than the ones you define in rules are invalid
/ Browse and
/ Learning
won’t allow data /entry
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or planning Cloud Functionality for Enter…
operations.

Access the validation rules workspace

Create validation rule based on existing attributes
Configure the validation rule
EXERCISE
Start Exercise
Task 3: Create a Member Combination

Validation Rule
Business Scenario
You decide to create a member validation rule that allows postings only for
specific cost center and account combinations.

Create validation rule based on members

Configure the permitted member combinations
EXERCISE
Start Exercise
Perform Data Validation in Stories

Story Settings
Learning
There are two key settings in the story when using validation rules:
1. Enable the Color fill for editable cells format.

2. Enable the Reason for unplannable data message for invalid
combinations.
Excluding Unassigned Members in the Input

Form
It's important to exclude unassigned members in the data table so that
when disaggregation occurs, only valid members are updated.
In the example below, you can see when validation rules are in effect and a
property assignment is changed, existing postings will display a message in
the story. In this scenario, a data action can be used to:
1. Copy the values to the valid combination.

2. Delete the invalid combination.
Bottom up Scenario
Learning
Bottom up concept:
1. Enter data with only cost center in the layout.

2. Company code and profit center values are derived from the validation
rules.
In the following example, you can see that when data is entered for Cost
Center CC100_1000, then Company Code 1000 and Profit Center PC100
are derived based on the validation rule and posted to the model.
Top Down Scenario

In the following example, you can see that the left side displays the input
by cost center (bottom up) and the right side displays the input by
company code (top down). When values are entered for the company
code dimension, the values are distributed proportionately to posted
members and evenly to unposted members.
Learning
Note
When new members are added in the story, you can select property
values for them, and the system will then update the validation rules
in the background.
Result in a Story for an Invalid Combination

In a layout with multiple dimensions in the rows, validation rules don't
control the combinations of unbooked members. Therefore, when a value
is entered for an invalid combination, a message will appear.
"You cannot enter data in this cell due to a validation rule defined for the
underlying data model. To enable data entry, please contact your planning
modeler to adjust the validation rules for this model."
If the planners disaggregate the values in such a story, booked data has a
higher priority than unbooked data:
If the planners disaggregate a value to both valid and invalid booked

data, the value will only be disaggregated to the valid booked cells.
If the planners disaggregate a value to both valid and invalid unbooked
data, the value will only be disaggregated to the valid unbooked cells.
What happens if the planners disaggregate a value to invalid booked
data and valid unbooked data? The value will be disaggregated to the
booked invalid cells and an error message will inform you that the
disaggregation failed.
Note
Data actions don't check for validation rules, however while

Learning publishing the data, validation rules are checked for data
correctness, and invalid records won't be saved.
Data imports
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Analyticsrules.
Cloud Functionality for Enter…
Validation rules are updated when the member properties are
updated. Invalid / posted data will display a warning: Data
Changes not Allowed. Due to validation rules, any data changes in
this cell except deleting data will be reverted when you publish
data entries.
Manage Attribute Changes
A Change to a Value Causes the Data to Need

Realignment
When master data attributes are changed, there's a warning that users will
see in the dimension, as you can see in the following example.
In the story, if a value is changed for the invalid combination, a warning

appears with the message: Data Changes not Allowed. Due to validation
rules, any data changes in this cell except deleting data will be reverted
when you publish data entries.
When using validation rules, any property value changes will be

automatically updated and existing data with invalid combinations will
have a warning in the stories.
Realign the Data

In order to realign the data:
1. Run a copy data action:
From company code US(1000) → CA(2000).

Learning
For cost center CC1000_1000.
2. Run a delete data action:
For company code US(1000).
For cost center CC1000_1000.
To realign the existing transaction data, planning functions can be used to

copy to the new valid combination and delete the invalid combination.
Test Data Validation Rules
Task 1: Test Validation Rules in a Story

Business Scenario
Now that you have configured data validation rules, you need to test them
in stories.

Create a new story with a canvas page

Configure the data table to display a color for editable cells
Show Reason for unplannable data
Test the validation rule
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Learning EXERCISE
Start Exercise
Task 2: Use Derivation

Business Scenario
Your model has validation enabled for attribute combinations. When you
enter data for a high-level member, the data will be disaggregated only to
valid combinations.

Create new story page

Configure the data table
Verify that only valid combinations are disaggregated to
EXERCISE
Start Exercise
Task 3: Use Member Combinations

Business Scenario
Your model has validation enabled for member combinations for specific
cost centers and accounts.

Create a new story page using duplication

Use a validation rule to allow input only on valid combinations
Learning EXERCISE
Start Exercise
Next lesson
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10/07/2024 15:34 Validating Planning Data Input

Configuring Data Actions

Validating Planning Data

Validate planning data input

Data Validation Overview

Prevent data input for invalid combinations.

Validation rules require dimensions with properties that refer to other

Configure Data Validation

Enable Validation Rule in the Model

How to Use a Validation Rule

1. Activate the feature in the model.

Create an attribute-based validation rule:

Select the reference dimension.

Create a member-based validation rule:

Select the dimensions to cross reference.

4. Test the validation rule in a story.

Validation Rule with Members

To define multiple allowed members to match with the reference

You can create three rules for one model.

You can define up to three dimensions in one rule.

You can't choose time or version dimensions in a dimension

All values of the property are available as dimension members in the

Create Data Validation Rules

Task 1: Configure the Model to Enable Data

What skills will you develop in this practice exercise?

Enable data validation in the model

Task 2: Create an Attribute Combination

You decide to create an attribute combination validation rule to specify the

What skills will you develop in this practice exercise?

Access the validation rules workspace

Task 3: Create a Member Combination

What skills will you develop in this practice exercise?

Create validation rule based on members

Perform Data Validation in Stories

1. Enable the Color fill for editable cells format.

Excluding Unassigned Members in the Input

1. Copy the values to the valid combination.

1. Enter data with only cost center in the layout.

Top Down Scenario

Result in a Story for an Invalid Combination

If the planners disaggregate a value to both valid and invalid booked

Data actions don't check for validation rules, however while

Manage Attribute Changes

A Change to a Value Causes the Data to Need

In the story, if a value is changed for the invalid combination, a warning

When using validation rules, any property value changes will be

Realign the Data

1. Run a copy data action:

From company code US(1000) → CA(2000).

To realign the existing transaction data, planning functions can be used to

Test Data Validation Rules

Task 1: Test Validation Rules in a Story

What skills will you develop in this practice exercise?

Create a new story with a canvas page

Task 2: Use Derivation

What skills will you develop in this practice exercise?

Create new story page

Task 3: Use Member Combinations

What skills will you develop in this practice exercise?

Create a new story page using duplication

Was this lesson helpful? Yes No

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